See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,830 | $107,791+11.2% | $90,645+32.2% | $135,375-11.5% |
| Participation rate | 46.7% | 78.0%-31.4pp | 74.0%-27.4pp | 82.6%-36.0pp |
| Annual return | -1.86% | -0.90%-1.0pp | 1.88%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,868 | $3,018-38.1% | $2,532-26.2% | $4,779-60.9% |
| Participant deferral / active EE | $2,586 | $3,872-33.2% | $3,425-24.5% | $5,609-53.9% |
| Admin fee / account holder | $17,451 | $5,930+194.3% | $4,994+249.5% | $10,827+61.2% |